---
title: "早餐 | 美股日内全线杀跌，谷歌盘后狂涨 15% 史上首次分红"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/202850670.md"
description: "谷歌盘后大涨 15%，首次宣布派息，再批准 700 亿美元回购。微软云业务在 AI 推动下加速增长，盘后涨 5%。Snap 盘后涨 32%。马斯克的 xAI 接近从红杉资本和其他公司筹集 60 亿美元。英特尔称芯片制造部门将在两年内实现收支平衡。字节跳动称没有任何出售 TikTok 的计划。"
datetime: "2024-04-25T23:43:11.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/202850670.md)
  - [en](https://longbridge.com/en/news/202850670.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/202850670.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/202850670.md) | [繁體中文](https://longbridge.com/zh-HK/news/202850670.md)


# 早餐 | 美股日内全线杀跌，谷歌盘后狂涨 15% 史上首次分红

Good morning! A great day starts with making money.

### Overnight Morning Market

In the Asian market this morning, Nasdaq 100 index futures opened up 1.4%, S&P 500 index futures rose 1%, driven by strong performances from large tech stocks Microsoft and Alphabet in after-hours trading.

Alphabet surged 15% after hours, announcing its first-ever dividend and a share buyback of up to $70 billion; Microsoft reported better-than-expected total revenue and cloud business revenue, rising 5% after hours. The combined market value of the two companies is expected to increase by $450 billion.

Snap's after-hours gain expanded to 32%, with the company's revenue guidance for the second quarter exceeding market expectations, expecting revenue of $1.23 billion to $1.26 billion in the second quarter, compared to the market's expectation of $1.21 billion.

The U.S. GDP data released on Thursday was significantly below expectations, shattering hopes of a soft landing and denting rate cut expectations. The three major U.S. indexes collectively closed lower for the first time this week, with the S&P and Nasdaq halting their three-day winning streaks, and the Dow falling for two consecutive days after a four-day rally.

IBM fell nearly 8.3%, Caterpillar dropped 7%, Microsoft fell nearly 2.5%, Alphabet fell nearly 2%, Meta dropped by about 10.6%, Apple rose 0.5%. Tesla rose nearly 5% for the third consecutive day. Nvidia rose over 3.7%, Broadcom closed up 3%.

Chinese concept stocks outperformed the broader market for the fourth consecutive day, with Li Auto falling nearly 1.7%, Nio down over 0.2%, XPeng flat, JD.com up over 1%, Alibaba and Baidu up about 0.6% and 0.7% respectively, NetEase up 0.1%; Bilibili down 2%, Pinduoduo down over 1%, Tencent down nearly 1%.

### Blue Chips and Hot Stocks

**Google announces its first dividend and approves $70 billion buyback**

Alphabet, Google's parent company, exceeded expectations for quarterly revenue and net profit, with CEO Sundar Pichai stating that the first-quarter performance reflected strong performance in search, YouTube, and cloud services.

**Microsoft's cloud business accelerates growth driven by AI**

Microsoft's third-quarter revenue increased by 17% year-on-year, with a net profit of $21.94 billion and EPS of $2.94, higher than the $18.3 billion and $2.45 from the same period last year. The Intelligent Cloud segment generated $26.71 billion in revenue, a growth of about 21%, exceeding analysts' forecast of $26.26 billion. Revenue from Azure and other cloud services grew by 31%, up from 30% in the previous quarter. Within Azure's growth, 7 percentage points are related to artificial intelligence, higher than the 6 percentage points in the previous quarter. Microsoft rose over 5% after hours.

Microsoft: Expects fourth-quarter Intelligent Cloud revenue to reach $28.4 billion to $28.7 billion. Expects fourth-quarter Azure business growth rate to be 30% to 31%. Total revenue for fiscal year 2025 is expected to achieve double-digit growth. GitHub Copilot has 1.8 million paid subscribers.

Intel reported first-quarter revenue of $12.72 billion, in line with market expectations of $12.72 billion, compared to $11.7 billion in the same period last year. Intel fell nearly 6% after hoursByteDance: No plans to sell TikTok

Li Auto: During the May Day holiday, all Li Auto models nationwide can charge for free at all Li Auto Supercharging stations.

BHP bids £31.1 billion to acquire Anglo American Resources Group

AstraZeneca's total revenue in the first quarter reached $12.7 billion, a year-on-year increase of 17%.

TAL Education Group turned a profit in the first quarter, with revenue increasing by 59.7% year-on-year.

Southwest Airlines' first-quarter revenue was $6.3 billion, up 10.3% year-on-year.

Merck's popular cancer drug Keytruda saw a 20% surge in sales, prompting an upward revision of the full-year EPS forecast.

### Chips and Artificial Intelligence

**Sequoia Capital enters the game, Musk's AI company close to securing $6 billion in financing**

Elon Musk's startup xAI, established for a year, is raising $6 billion, valuing the company at $18 billion excluding this investment. Sequoia Capital is one of the investors participating in this round of xAI financing. In the field of artificial intelligence, this round of financing is one of the largest single financing deals.

Musk escalates legal battle with OpenAI, demanding former OpenAI board member Helen Toner to hand over documents and communications related to her departure from the board, as well as the decision to remove, replace, and reinstate the CEO. She had led to the brief dismissal of OpenAI's CEO. OpenAI called Musk's claims a "revisionist history" aimed at promoting Musk's own AI company.

Intel CEO: Signed agreements for 18A process chip production with the sixth customer, a new customer from the aerospace and defense industry. The first quarter was the industry's trough. The chip manufacturing department is expected to break even within two years.

Apple open-sources the large model OpenELM, which may be used in the next generation of iPhones.

Alibaba Cloud announces the launch of the EMO model on the Tongyi APP, which is now available for trial.

Huawei Developer Conference will be held on June 21-23: Panggu Big Model 5.0 will debut alongside "Pure Blood Hongmeng".

### Cryptocurrency

In early Asian trading, Bitcoin surpassed $65,000 per coin.

Cryptocurrency company Consensys sues the U.S. Securities and Exchange Commission (SEC) over Ethereum regulation. Industry regulation has become a controversial issue, with companies like Coinbase claiming that the SEC has no jurisdiction because cryptocurrencies are not securities. Consensys stated that the SEC has no legal authority to regulate user-controlled software interfaces built on Ethereum or the Ethereum blockchain.

### Macro: Taking You Around the World

U.S. GDP annualized quarterly rate for the first quarter was 1.6%, significantly lower than expected, marking the slowest growth since the first quarter of last year; while the initial reading of the U.S. first-quarter core PCE price index annualized quarterly rate was 3.7%, hitting a new high since the second quarter of last year, rebounding significantly from the previous month. Traders are therefore pushing back their expectations for the first Fed rate cut to December.

Russia considers lowering the level of diplomatic relations with the United States.

On April 25, Shanghai Party Secretary Chen Jining met with U.S. Secretary of State BlinkenMultiple Russian media outlets reported that Russian President Putin stated that he plans to visit China in May this year.

The People's Bank of China: Timely promote legislation in key and emerging areas of finance; be prudent and not seek quick success.

The National Development and Reform Commission of China: The next step is to prioritize the urbanization of agricultural migrant workers, unleashing the enormous potential demand contained in urbanization

### 相关股票

- [Alphabet (GOOGL.US)](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [Alphabet - C (GOOG.US)](https://longbridge.com/zh-CN/quote/GOOG.US.md)
- [Microsoft (MSFT.US)](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [Snap (SNAP.US)](https://longbridge.com/zh-CN/quote/SNAP.US.md)
- [Intel (INTC.US)](https://longbridge.com/zh-CN/quote/INTC.US.md)
- [Apple (AAPL.US)](https://longbridge.com/zh-CN/quote/AAPL.US.md)
- [Alibaba (BABA.US)](https://longbridge.com/zh-CN/quote/BABA.US.md)
- [XPeng (XPEV.US)](https://longbridge.com/zh-CN/quote/XPEV.US.md)
- [Bilibili (BILI.US)](https://longbridge.com/zh-CN/quote/BILI.US.md)
- [SENSETIME-W (00020.HK)](https://longbridge.com/zh-CN/quote/00020.HK.md)

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